Client Profile Target owner-operated businesses with annual revenues between one and one hundred million dollars, as Kellogg & Andelson specializes in serving this segment and can tailor services from tax and bookkeeping to advanced profitability and succession planning.

Expansion Opportunities Leverage Kellogg & Andelson’s multi-office presence and nationwide client base to identify cross-regional growth opportunities, offering scalable services such as business financial planning and process evaluation to multi-location clients.

Value-Add Services Promote the firm’s vitality-building offerings—Profit and Performance Enhancement, Succession and Retirement Planning, and Business Valuation—as differentiators that address both personal and business financial goals for owner-operators seeking strategic growth.

Sector Focus Prioritize outreach to industries where the firm has established expertise (healthcare, non-profits, real estate, 401k/403b plans, continuing care communities, manufacturing, HUD, and retail) to position Kellogg & Andelson as the preferred accounting and advisory partner.

SMB Growth Fit Highlight affordability and personalized service combined with robust capabilities typical of larger firms to attract mid-market clients seeking comprehensive planning, process improvements, and financial clarity without sacrificing a boutique experience.